Perigon Wealth Management, LLC
SAN FRANCISCO CA · SEC CIK 0001575239
$63.56亿2026Q2 申报市值
1,435持仓数
25.0%前十大占比 · 第一大 5.4%
175 / 65新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VOO 加仓+$4,491.12万
SETM 新建仓+$1,434.16万
EEM 加仓+$1,111.77万
IUSB 加仓+$1,074.33万
GLD 加仓+$911.55万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$1,706.13万
QUAL 减仓-$1,627.54万
EFV 减仓-$1,386.35万
XLU 减仓-$651.83万
MOAT 减仓-$647.12万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | HIMS & HERS HEALTH INC 看涨期权 | $26.35万 | 0.00% | 7,600 | 7,600 | — | $26.35万 | 新建仓 |
| SNY | SANOFI SA | $26.44万 | 0.00% | 6,199 | 339 | 5.8% | $1.45万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $26.45万 | 0.00% | 11,218 | 11,218 | — | $26.45万 | 新建仓 |
| VRSN | VERISIGN INC | $26.46万 | 0.00% | 1,052 | -1,074 | -50.5% | -$27.02万 | 重新持有 |
| NNN | NNN REIT INC | $26.50万 | 0.00% | 5,696 | 159 | 2.9% | $7,398 | 加仓 |
| RVTY | REVVITY INC | $26.65万 | 0.00% | 2,395 | 2,395 | — | $26.65万 | 新建仓 |
| NTSX | WISDOMTREE TR | $26.68万 | 0.00% | 4,517 | 328 | 7.8% | $1.94万 | 加仓 |
| UEC | URANIUM ENERGY CORP | $26.68万 | 0.00% | 25,028 | 11,628 | 86.8% | $12.40万 | 加仓 |
| — | BITWISE ETHEREUM ETF | $26.68万 | 0.00% | 23,656 | 0 | 0.0% | — | 不变 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $26.76万 | 0.00% | 11,511 | -558 | -4.6% | -$1.30万 | 减仓 |
| BCS | BARCLAYS PLC | $26.77万 | 0.00% | 9,968 | 405 | 4.2% | $1.09万 | 加仓 |
| COKE | COCA COLA CONS INC | $26.79万 | 0.00% | 1,403 | 105 | 8.1% | $2.00万 | 加仓 |
| RL | RALPH LAUREN CORP | $26.86万 | 0.00% | 669 | 78 | 13.2% | $3.13万 | 加仓 |
| XVV | ISHARES TR | $27.02万 | 0.00% | 4,757 | -168 | -3.4% | -$9,541 | 减仓 |
| TTC | TORO CO | $27.05万 | 0.00% | 2,777 | 467 | 20.2% | $4.55万 | 加仓 |
| MKC | MCCORMICK & CO INC | $27.16万 | 0.00% | 5,387 | 205 | 4.0% | $1.03万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $27.21万 | 0.00% | 1,798 | -561 | -23.8% | -$8.49万 | 减仓 |
| TFSL | TFS FINL CORP | $27.23万 | 0.00% | 15,367 | 1,652 | 12.0% | $2.93万 | 加仓 |
| BRO | BROWN & BROWN INC | $27.26万 | 0.00% | 4,249 | 4,249 | — | $27.26万 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $27.26万 | 0.00% | 3,916 | 3,916 | — | $27.26万 | 新建仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $27.29万 | 0.00% | 12,381 | 314 | 2.6% | $6,921 | 加仓 |
| NU | NU HLDGS LTD | $27.29万 | 0.00% | 20,430 | -1,528 | -7.0% | -$2.04万 | 减仓 |
| DTD | WISDOMTREE TR | $27.32万 | 0.00% | 2,930 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $27.37万 | 0.00% | 5,724 | -537 | -8.6% | -$2.57万 | 重新持有 |
| FEMB | FIRST TR EXCH TRADED FD III | $27.43万 | 0.00% | 9,388 | -601 | -6.0% | -$1.76万 | 减仓 |
| IJS | ISHARES TR | $27.45万 | 0.00% | 2,009 | 4 | 0.2% | $547 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $27.49万 | 0.00% | 47,158 | 1,014 | 2.2% | $5,912 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $27.53万 | 0.00% | 6,444 | 0 | 0.0% | — | 不变 |
| SMPL | SIMPLY GOOD FOODS CO | $27.56万 | 0.00% | 20,751 | 20,751 | — | $27.56万 | 新建仓 |
| GRNY | TIDAL TRUST I | $27.56万 | 0.00% | 9,968 | 409 | 4.3% | $1.13万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $27.57万 | 0.00% | 3,477 | 47 | 1.4% | $3,727 | 加仓 |
| NWG | NATWEST GROUP PLC | $27.57万 | 0.00% | 15,638 | 52 | 0.3% | $917 | 加仓 |
| PSO | PEARSON PLC | $27.61万 | 0.00% | 17,379 | -217 | -1.2% | -$3,448 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $27.63万 | 0.00% | 968 | 0 | 0.0% | — | 不变 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $27.64万 | 0.00% | 13,372 | -43 | -0.3% | -$889 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $27.69万 | 0.00% | 15,486 | -110 | -0.7% | -$1,967 | 减仓 |
| WCLD | WISDOMTREE TR | $27.70万 | 0.00% | 8,642 | 825 | 10.6% | $2.64万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $27.71万 | 0.00% | 1,481 | -568 | -27.7% | -$10.63万 | 重新持有 |
| STUB | STUBHUB HLDGS INC | $27.71万 | 0.00% | 21,534 | 21,534 | — | $27.71万 | 新建仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $27.85万 | 0.00% | 5,170 | 5,170 | — | $27.85万 | 新建仓 |
| MSEX | MIDDLESEX WTR CO | $27.96万 | 0.00% | 4,979 | 886 | 21.6% | $4.98万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $27.99万 | 0.00% | 3,251 | 207 | 6.8% | $1.78万 | 加仓 |
| QDF | FLEXSHARES TR | $28.00万 | 0.00% | 3,114 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $28.04万 | 0.00% | 3,558 | 599 | 20.2% | $4.72万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $28.09万 | 0.00% | 3,410 | 3,410 | — | $28.09万 | 新建仓 |
| ARTNA | ARTESIAN RES CORP | $28.18万 | 0.00% | 8,291 | 1,233 | 17.5% | $4.19万 | 加仓 |
| SAIA | SAIA INC | $28.22万 | 0.00% | 670 | 670 | — | $28.22万 | 新建仓 |
| TXG | 10X GENOMICS INC | $28.26万 | 0.00% | 7,371 | 7,371 | — | $28.26万 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $28.44万 | 0.00% | 1,194 | 1,194 | — | $28.44万 | 新建仓 |
| CMS | CMS ENERGY CORP | $28.46万 | 0.00% | 3,720 | 624 | 20.2% | $4.77万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $28.50万 | 0.00% | 7,330 | 2,165 | 41.9% | $8.42万 | 加仓 |
| STN | STANTEC INC | $28.53万 | 0.00% | 4,140 | -2,342 | -36.1% | -$16.14万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $28.54万 | 0.00% | 754 | 754 | — | $28.54万 | 新建仓 |
| UGI | UGI CORP NEW | $28.67万 | 0.00% | 8,299 | 1,351 | 19.4% | $4.67万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $28.77万 | 0.00% | 2,970 | -7 | -0.2% | -$678 | 减仓 |
| HUBB | HUBBELL INC | $28.85万 | 0.00% | 551 | -122 | -18.1% | -$6.39万 | 减仓 |
| ILCV | ISHARES TR | $28.89万 | 0.00% | 2,854 | 370 | 14.9% | $3.75万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $28.97万 | 0.00% | 1,161 | 0 | 0.0% | — | 不变 |
| SFLR | INNOVATOR ETFS TRUST | $28.97万 | 0.00% | 7,510 | 1,391 | 22.7% | $5.37万 | 重新持有 |
| CCL | CARNIVAL CORP LTD | $29.04万 | 0.00% | 10,165 | 10,165 | — | $29.04万 | 新建仓 |
| FER | FERROVIAL NV | $29.10万 | 0.00% | 4,242 | 270 | 6.8% | $1.85万 | 加仓 |
| CNO | CNO FINL GROUP INC | $29.12万 | 0.00% | 5,712 | 5,712 | — | $29.12万 | 新建仓 |
| EXEL | EXELIXIS INC | $29.15万 | 0.00% | 5,357 | -694 | -11.5% | -$3.78万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $29.18万 | 0.00% | 4,613 | -200 | -4.2% | -$1.26万 | 减仓 |
| IFRA | ISHARES TR | $29.23万 | 0.00% | 4,637 | 397 | 9.4% | $2.50万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $29.31万 | 0.00% | 5,566 | -7,875 | -58.6% | -$41.46万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $29.31万 | 0.00% | 837 | -17 | -2.0% | -$5,954 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $29.37万 | 0.00% | 3,903 | 3,903 | — | $29.37万 | 新建仓 |
| — | NEUBERGER BERMAN ETF TRUST | $29.43万 | 0.00% | 5,548 | -220 | -3.8% | -$1.17万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $29.49万 | 0.00% | 1,363 | 3 | 0.2% | $649 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $29.50万 | 0.00% | 140,499 | -16,434 | -10.5% | -$3.45万 | 减仓 |
| BRBR | BELLRING BRANDS INC | $29.54万 | 0.00% | 22,832 | 22,832 | — | $29.54万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $29.59万 | 0.00% | 2,733 | -5,281 | -65.9% | -$57.18万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $29.61万 | 0.00% | 1,397 | -38 | -2.6% | -$8,053 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $29.62万 | 0.00% | 3,915 | 3,915 | — | $29.62万 | 新建仓 |
| IXN | ISHARES TR | $29.62万 | 0.00% | 2,050 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $29.63万 | 0.00% | 1,291 | 47 | 3.8% | $1.08万 | 加仓 |
| FLO | FLOWERS FOODS INC | $29.75万 | 0.00% | 37,653 | 21,537 | 133.6% | $17.01万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $29.78万 | 0.00% | 3,422 | 146 | 4.5% | $1.27万 | 加仓 |
| SON | SONOCO PRODS CO | $29.80万 | 0.00% | 5,289 | -194 | -3.5% | -$1.09万 | 减仓 |
| RUN | SUNRUN INC | $29.83万 | 0.00% | 22,293 | 22,293 | — | $29.83万 | 新建仓 |
| AUSF | GLOBAL X FDS | $29.94万 | 0.00% | 6,128 | 1,561 | 34.2% | $7.63万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $29.96万 | 0.00% | 7,329 | 139 | 1.9% | $5,681 | 加仓 |
| MAC | MACERICH CO | $30.02万 | 0.00% | 11,916 | 11,916 | — | $30.02万 | 新建仓 |
| FLNC | FLUENCE ENERGY INC | $30.07万 | 0.00% | 15,125 | 4,285 | 39.5% | $8.52万 | 重新持有 |
| NTES | NETEASE COM INC | $30.09万 | 0.00% | 2,348 | -126 | -5.1% | -$1.61万 | 减仓 |
| — | RF INDS LTD | $30.12万 | 0.00% | 14,200 | 14,200 | — | $30.12万 | 新建仓 |
| FEOE | RBB FUND TRUST | $30.18万 | 0.00% | 5,651 | 5,651 | — | $30.18万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $30.31万 | 0.00% | 21,965 | 942 | 4.5% | $1.30万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $30.34万 | 0.00% | 1,077 | -7 | -0.6% | -$1,972 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $30.34万 | 0.00% | 1,035 | 167 | 19.2% | $4.90万 | 加仓 |
| ZS | ZSCALER INC | $30.43万 | 0.00% | 2,156 | -29 | -1.3% | -$4,093 | 减仓 |
| MFC | MANULIFE FINL CORP | $30.47万 | 0.00% | 7,521 | -86 | -1.1% | -$3,484 | 减仓 |
| AYI | ACUITY INC | $30.47万 | 0.00% | 809 | 2 | 0.2% | $753 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $30.47万 | 0.00% | 11,884 | 11,884 | — | $30.47万 | 新建仓 |
| PHM | PULTE GROUP INC | $30.48万 | 0.00% | 2,221 | 64 | 3.0% | $8,782 | 加仓 |
| KHC | KRAFT HEINZ CO | $30.63万 | 0.00% | 12,968 | 12,968 | — | $30.63万 | 新建仓 |
| CWEN | CLEARWAY ENERGY INC | $30.67万 | 0.00% | 8,972 | 3,670 | 69.2% | $12.54万 | 加仓 |
| SONY | SONY GROUP CORP | $30.74万 | 0.00% | 15,323 | -937 | -5.8% | -$1.88万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $30.80万 | 0.00% | 1,448 | 130 | 9.9% | $2.76万 | 加仓 |